Abound Wealth Management’s Patrick Industries PATK Stock Holding History

Abound Wealth Management’s Portfolio PATK Stock Details PATK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$180	Hold	2	–	–	﹤0.01%	1133
2026 Q1	$223	Hold	2	–	–	﹤0.01%	1207
2025 Q4	$217	Hold	2	–	–	﹤0.01%	1153
2025 Q3	$207	Hold	2	–	–	﹤0.01%	1112
2025 Q2	$185	Hold	2	–	–	﹤0.01%	1064
2025 Q1	$170	Sell	2 -1	-33%	-$90	﹤0.01%	1050
2024 Q4	$250	Sell	3 -3	-50%	-$268	﹤0.01%	961
2024 Q3	$570	Hold	6	–	–	﹤0.01%	850
2024 Q2	$435	Hold	6	–	–	﹤0.01%	871
2024 Q1	$478	Hold	6	–	–	﹤0.01%	907
2023 Q4	$402	Buy	+6	New	+$329	﹤0.01%	1017

Other funds holding PATK

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Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return